GRF CPAs & Advisors

The Estate and Trust Tax Senior Manager is responsible for the efficient and accurate review of clients' tax returns and communications. This role includes managing tax staff, participating in client meetings, and ensuring compliance with tax laws. | A bachelor's degree in accounting is required, with a master's degree in taxation preferred. Candidates should have 6-12 years of public accounting experience, particularly in estate and gift tax return complexity. | Summary of Responsibilities: The Estate and Trust Tax Senior Manager is responsible for the efficient, accurate, complete, and timely review of all clients' tax returns and client communications. Advanced technical skills in a variety of tax and accounting areas, along with well-developed and applied management and supervisory skills are required. Salary range: $175,000 - $225,000 Essential Functions: 1. Performs technical tax review and approval of individual, trusts, estates, and related entities tax returns to ensure accuracy and compliance with tax laws and regulations. 2. Assumes full responsibility for larger tax returns and delegates to the various tax staff as deemed necessary. 3. Delegates, manages, and performs tax research projects to achieve an accurate and efficient product. 4. Participates actively in client meetings and tax planning efforts including wealth transfer strategies, charitable planning, and estate planning to assist the Audit and Client Services Departments with clients. 5. Acts as a resource for tax and audit staff on training and development as well as specific tax issues and/or questions. 6. Communicates to the appropriate firm personnel important tax and tax developments affecting the firm's clients. 7. Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities. 8. Maintains familiarity with qualifications of tax staff members; makes appropriate assignments based on skills and engagement requirements. 9. Works to develop staff by assisting in recruiting, performance evaluations, developing training aids, and acting as an instructor and coach in professional development programs. 10. Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete, and timely preparation and delivery of all clients' tax returns. 11. Possesses a complete knowledge of the firm's philosophy and its opinions on tax matters. 12. Maintains knowledge of general economic and political trends including tax or other legislation that could affect the business climate. 13. Participates in firm's marketing efforts through involvement with referral sources, community, and industry activities. 14. Technical expertise in international tax issues and forms including Forms 706, 5227, and 1041. Other Functions: Prepares other reports and projects as requested from time to time by the partners. Researches and evaluates tax preparation and tax research software for recommendation to partners. Performs such other duties as may be assigned. Educational and Experience Requirements: Bachelor's degree in accounting required; Master's degree in taxation preferred. 6-12 years of experience in public accounting demonstrating a progression in estate and gift tax return complexity, scope, and research and management capabilities. A minimum of forty hours of continuing education is required each year to maintain and develop technical and business skills, as well as to maintain license requirements. Must participate regularly in career development program to improve managerial, communication, and people skills. Required Licenses, Certificates, Knowledge, or Skills: A current and valid certified public accountant's license is required. Must be a member in good standing with the AICPA. Proficiency in use of computer tax preparation, tax research, tax planning software programs and applicable office equipment and systems. This is a full-time position. Our office is located two blocks from the Bethesda Metro Station (red line). Our benefits include a 401(k) plan with profit sharing, 100% paid individual medical, life and disability insurance, student loan repayment, and a culture that fosters flexibility and career development. We look forward to hearing from you! GRF CPAs & Advisors is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity, sexual orientation, national origin, protected veteran status or disability. At GRF CPAs and Advisors, we cultivate an inclusive business environment where all employees are valued for their unique contributions to our mission to provide exceptional financial, tax and consulting services to our clients in the US and around the world.

Oversee and review client tax returns ensuring accuracy, compliance, and timely submission while managing client communications and mentoring staff. | CPA licensed with at least 5 years of public accounting tax experience, advanced tax knowledge, strong analytical and communication skills, and team management experience. | Job Title: Tax Manager Company Overview: GRF CPAs & Advisors is a leading accounting and advisory firm based in Bethesda, MD, known for delivering personalized financial solutions to a diverse client base. With a commitment to excellence and innovation, we support businesses and individuals in achieving their financial goals through expert tax, audit, and consulting services. Role Overview: As a Tax Manager at GRF CPAs & Advisors, you will play a critical role in overseeing the preparation and review of complex tax returns, ensuring accuracy and compliance with current tax laws. You will serve as a trusted advisor to clients, providing strategic tax planning and guidance to optimize their financial outcomes. What You'll Do: - You will review and manage the preparation of federal, state, and local tax returns for individuals, corporations, partnerships, and trusts. - You will ensure all tax filings are accurate, complete, and submitted on time. - You will communicate effectively with clients to gather necessary information and provide updates on tax matters. - You will stay current with tax laws and regulations to provide informed advice and maintain compliance. - You will mentor and supervise junior staff, fostering professional growth and development. - You will collaborate with other departments to deliver comprehensive financial solutions. - You will identify opportunities for tax savings and risk mitigation for clients. - You will assist in business development efforts by building and maintaining client relationships. What You Bring: - You have a CPA license and at least 5 years of experience in public accounting with a focus on tax. - You possess advanced technical knowledge in individual, corporate, partnership, and trust taxation. - You have strong analytical skills and attention to detail. - You demonstrate excellent communication and client management abilities. - You are proficient with tax software and Microsoft Office Suite. - You have experience managing and mentoring a team. Bonus Points If You Have: - Experience with complex tax planning and consulting. - Familiarity with multi-state tax issues. - Prior experience in a hybrid or remote work environment. - Additional certifications such as Enrolled Agent (EA) or Certified Financial Planner (CFP). What We Offer: - We offer a competitive salary range of $140,000 - $170,000 based on experience and qualifications. - We offer flexible work arrangements including hybrid and remote options. - We offer comprehensive health, dental, and vision insurance plans. - We offer a supportive and collaborative work environment with opportunities for professional development. - We offer a 401(k) retirement plan with company matching. Ready to Apply? Please submit your resume and cover letter to careers@grfcpas.com with the subject line "Tax Manager Application." We look forward to learning how you can contribute to our team.

Oversee and review the preparation of complex tax returns, ensure compliance with tax laws, manage client communications, and lead junior staff. | CPA license with at least 5 years of tax preparation and management experience, advanced technical tax knowledge, strong analytical and communication skills, and proficiency in tax software. | Job Title: Tax Manager Company Overview: GRF CPAs & Advisors is a well-established accounting firm based in Bethesda, MD, known for delivering comprehensive financial and tax services to a diverse client base. We pride ourselves on fostering a collaborative and supportive work environment that encourages professional growth and innovation. Role Overview: As a Tax Manager at GRF CPAs & Advisors, you will play a critical role in overseeing the preparation and review of complex tax returns, ensuring accuracy and compliance with current tax laws. You will serve as a trusted advisor to clients, providing expert guidance and managing client communications effectively. What You'll Do: - You will review and manage the preparation of individual, corporate, partnership, and trust tax returns with precision and attention to detail. - You will ensure all tax filings comply with federal, state, and local regulations. - You will communicate complex tax issues clearly and professionally to clients. - You will lead and mentor junior staff, providing training and support to enhance their technical skills. - You will stay current with tax law changes and implement best practices within the team. - You will collaborate with other departments to provide integrated financial solutions. - You will manage multiple client engagements simultaneously, ensuring timely delivery of services. - You will contribute to business development efforts by identifying opportunities for client growth. What You Bring: - You have a CPA license and at least 5 years of experience in tax preparation and management. - You possess advanced technical knowledge in individual, corporate, partnership, and trust taxation. - You have strong analytical skills and attention to detail. - You demonstrate excellent communication and client management abilities. - You are proficient with tax software and Microsoft Office Suite. - You have experience working in a public accounting environment. Bonus Points If You Have: - Experience with tax planning and consulting services. - Familiarity with estate and gift tax returns. - Prior experience in a leadership or supervisory role. - Knowledge of emerging tax technologies and automation tools. What We Offer: - We offer a competitive salary range of $140,000 - $170,000 based on experience. - We offer flexible work arrangements including hybrid and remote options. - We offer comprehensive health, dental, and vision insurance plans. - We offer a supportive team culture with opportunities for professional development. - We offer a 401(k) retirement plan with company matching. Ready to Apply? Please submit your resume and cover letter to careers@grfcpas.com with the subject line "Tax Manager Application." We look forward to hearing from you!

Manage and review complex tax returns, ensure compliance, communicate with clients, lead staff, and contribute to business development. | CPA license with 5+ years public accounting experience, advanced tax knowledge, strong communication and leadership skills. | Job Title: Tax Manager Company Overview: GRF CPAs & Advisors is a well-established accounting firm based in Bethesda, MD, known for delivering comprehensive financial and tax services to a diverse clientele. We pride ourselves on fostering a collaborative and supportive work environment that encourages professional growth and innovation. Role Overview: As a Tax Manager at GRF CPAs & Advisors, you will play a critical role in ensuring the accuracy and timeliness of client tax returns and communications. This position requires advanced technical expertise in tax and accounting, along with strong leadership and client management skills. What You'll Do: - You will review and manage the preparation of complex tax returns for individuals, corporations, partnerships, and trusts. - You will ensure compliance with federal, state, and local tax regulations. - You will communicate effectively with clients to address tax-related inquiries and provide strategic tax planning advice. - You will lead and mentor junior staff, providing guidance and training to enhance their technical skills. - You will collaborate with other departments to deliver integrated financial solutions. - You will stay current with changes in tax laws and regulations to ensure compliance and optimize client outcomes. - You will manage multiple client engagements simultaneously, ensuring deadlines are met. - You will contribute to business development efforts by identifying opportunities for additional services. What You Bring: - You have a CPA license with at least 5 years of experience in public accounting, specifically in tax. - You possess advanced knowledge of tax laws, regulations, and accounting principles. - You have strong analytical and problem-solving skills. - You demonstrate excellent communication and interpersonal abilities. - You are proficient with tax software and Microsoft Office Suite. - You have experience managing teams and client relationships. Bonus Points If You Have: - Experience with tax planning for high-net-worth individuals and businesses. - Familiarity with emerging tax technologies and automation tools. - A Master’s degree in Taxation or Accounting. - Previous experience in a hybrid or remote work environment. What We Offer: - We offer a competitive salary range of $140,000 - $170,000 based on experience and qualifications. - We offer flexible work arrangements including hybrid and remote options. - We offer comprehensive health, dental, and vision insurance plans. - We offer professional development opportunities and support for continuing education. - We offer a collaborative and inclusive workplace culture that values work-life balance. Ready to Apply? Please submit your resume and cover letter to careers@grfcpas.com. We look forward to learning how your skills and experience can contribute to our team.

Oversee and review client tax returns, ensure compliance, provide tax planning advice, and manage client communications. | Minimum 5 years public accounting experience, CPA license, advanced tax knowledge, strong communication and analytical skills. | Job Title: Tax Manager Company Overview: GRF CPAs & Advisors is a leading accounting and advisory firm based in Bethesda, MD, known for delivering personalized financial solutions to a diverse client base. With a commitment to excellence and innovation, we empower businesses and individuals to achieve their financial goals through expert guidance and strategic planning. Role Overview: As a Tax Manager at GRF CPAs & Advisors, you will play a critical role in overseeing the preparation and review of complex tax returns, ensuring accuracy and compliance with current tax laws. You will serve as a trusted advisor to clients, providing insightful tax planning and problem-solving to optimize their financial outcomes. What You'll Do: - You will review and manage the preparation of individual, corporate, partnership, and trust tax returns with precision and attention to detail. - You will communicate effectively with clients to gather necessary information and provide updates on tax matters. - You will ensure compliance with federal, state, and local tax regulations and stay current on tax law changes. - You will lead and mentor junior staff, fostering professional growth and maintaining high-quality standards. - You will identify tax planning opportunities and provide strategic advice to minimize tax liabilities. - You will collaborate with other departments to deliver comprehensive financial solutions. - You will manage multiple client engagements simultaneously, ensuring timely delivery of services. - You will contribute to the continuous improvement of tax processes and firm policies. What You Bring: - You have a minimum of 5 years of experience in public accounting with a focus on tax preparation and planning. - You possess advanced technical knowledge of tax laws, regulations, and accounting principles. - You hold a CPA license and demonstrate strong analytical and problem-solving skills. - You have excellent communication skills, both written and verbal, with the ability to explain complex tax issues clearly. - You are proficient in tax software and Microsoft Office Suite. Bonus Points If You Have: - Experience working with high-net-worth individuals and closely held businesses. - Familiarity with estate and trust tax planning. - Experience in a hybrid or remote work environment. - Additional certifications such as Enrolled Agent (EA) or Chartered Tax Advisor (CTA). What We Offer: - We offer a competitive salary range of $140,000 - $170,000 based on experience and qualifications. - We offer flexible work arrangements including hybrid and remote options. - We offer comprehensive health, dental, and vision insurance plans. - We offer a supportive and collaborative work environment with opportunities for professional development. - We offer a 401(k) retirement plan with company matching. Ready to Apply? To join our team as a Tax Manager, please submit your resume and cover letter to careers@grfcpas.com. We look forward to learning how your expertise can contribute to our clients' success.

Oversee and review client tax returns, ensure compliance, provide tax planning advice, and manage client communications. | Minimum 5 years public accounting experience, CPA license, advanced tax knowledge, strong communication and analytical skills. | Job Title: Tax Manager Company Overview: GRF CPAs & Advisors is a leading accounting and advisory firm based in Bethesda, MD, known for delivering personalized financial solutions to a diverse client base. With a commitment to excellence and innovation, we empower businesses and individuals to achieve their financial goals through expert guidance and strategic planning. Role Overview: As a Tax Manager at GRF CPAs & Advisors, you will play a critical role in overseeing the preparation and review of complex tax returns, ensuring accuracy and compliance with current tax laws. You will serve as a trusted advisor to clients, providing insightful tax planning and problem-solving to optimize their financial outcomes. What You'll Do: - You will review and manage the preparation of individual, corporate, partnership, and trust tax returns with precision and attention to detail. - You will communicate effectively with clients to gather necessary information and provide updates on tax matters. - You will ensure compliance with federal, state, and local tax regulations and stay current on tax law changes. - You will lead and mentor junior staff, fostering professional growth and maintaining high-quality standards. - You will identify tax planning opportunities and provide strategic advice to minimize tax liabilities. - You will collaborate with other departments to deliver comprehensive financial solutions. - You will manage multiple client engagements simultaneously, ensuring timely delivery of services. - You will contribute to the continuous improvement of tax processes and firm policies. What You Bring: - You have a minimum of 5 years of experience in public accounting with a focus on tax preparation and planning. - You possess advanced technical knowledge of tax laws, regulations, and accounting principles. - You hold a CPA license and demonstrate strong analytical and problem-solving skills. - You have excellent communication skills, both written and verbal, with the ability to explain complex tax issues clearly. - You are proficient in tax software and Microsoft Office Suite. Bonus Points If You Have: - Experience working with high-net-worth individuals and closely held businesses. - Familiarity with estate and trust tax planning. - Experience in a hybrid or remote work environment. - Additional certifications such as Enrolled Agent (EA) or Chartered Tax Advisor (CTA). What We Offer: - We offer a competitive salary range of $140,000 - $170,000 based on experience and qualifications. - We offer flexible work arrangements including hybrid and remote options. - We offer comprehensive health, dental, and vision insurance plans. - We offer a supportive and collaborative work environment with opportunities for professional development. - We offer a 401(k) retirement plan with company matching. Ready to Apply? To join our team as a Tax Manager, please submit your resume and cover letter to careers@grfcpas.com. We look forward to learning how your expertise can contribute to our clients' success.

Oversee and review client tax returns, ensure compliance, provide tax planning advice, and manage client communications. | Minimum 5 years public accounting experience, CPA license, advanced tax knowledge, strong communication and analytical skills. | Job Title: Tax Manager Company Overview: GRF CPAs & Advisors is a leading accounting and advisory firm based in Bethesda, MD, known for delivering personalized financial solutions to a diverse client base. With a commitment to excellence and innovation, we empower businesses and individuals to achieve their financial goals through expert guidance and strategic planning. Role Overview: As a Tax Manager at GRF CPAs & Advisors, you will play a critical role in overseeing the preparation and review of complex tax returns, ensuring accuracy and compliance with current tax laws. You will serve as a trusted advisor to clients, providing insightful tax planning and problem-solving to optimize their financial outcomes. What You'll Do: - You will review and manage the preparation of individual, corporate, partnership, and trust tax returns with precision and attention to detail. - You will communicate effectively with clients to gather necessary information and provide updates on tax matters. - You will ensure compliance with federal, state, and local tax regulations and stay current on tax law changes. - You will lead and mentor junior staff, fostering professional growth and maintaining high-quality standards. - You will identify tax planning opportunities and provide strategic advice to minimize tax liabilities. - You will collaborate with other departments to deliver comprehensive financial solutions. - You will manage multiple client engagements simultaneously, ensuring timely delivery of services. - You will contribute to the continuous improvement of tax processes and firm policies. What You Bring: - You have a minimum of 5 years of experience in public accounting with a focus on tax preparation and planning. - You possess advanced technical knowledge of tax laws, regulations, and accounting principles. - You hold a CPA license and demonstrate strong analytical and problem-solving skills. - You have excellent communication skills, both written and verbal, with the ability to explain complex tax issues clearly. - You are proficient in tax software and Microsoft Office Suite. Bonus Points If You Have: - Experience working with high-net-worth individuals and closely held businesses. - Familiarity with estate and trust tax planning. - Experience in a hybrid or remote work environment. - Additional certifications such as Enrolled Agent (EA) or Chartered Tax Advisor (CTA). What We Offer: - We offer a competitive salary range of $140,000 - $170,000 based on experience and qualifications. - We offer flexible work arrangements including hybrid and remote options. - We offer comprehensive health, dental, and vision insurance plans. - We offer a supportive and collaborative work environment with opportunities for professional development. - We offer a 401(k) retirement plan with company matching. Ready to Apply? To join our team as a Tax Manager, please submit your resume and cover letter to careers@grfcpas.com. We look forward to learning how your expertise can contribute to our clients' success.